Overview
Technical resources
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
The Platform Clinic
We’ve designed our platform so that you can efficiently manage all aspects of your clients’ accounts with us through our secure online client management service. Here, Jon Hale gives practical tips on making the most of some of the features and functionality of our platform when administering client accounts.
You can also find the answers to most of your questions on commonly-performed administrative tasks within the Help & Support section of our website (login required).
Moving assets from advisory to discretionary MPS
There are several points to consider when approaching this exercise, which are highlighted in this article along with some of the main considerations.
Jon Hale Senior Regional Platform Consultant, Fidelity Adviser Solutions - 02 Sep 2024
Practical tips for pension planning
In this article, I’d like to highlight the information available that can assist with pension planning for your clients, and consider some actions you can take to speed up payments of PCLS and taxable income.
Jon Hale Senior Regional Platform Consultant, Fidelity Adviser Solutions - 24 Apr 2024
Practical capital gains management
In this article, I’d like to highlight some of the reporting available that can help you manage capital gains on behalf of your clients.
Jon Hale Senior Regional Platform Consultant, Fidelity Adviser Solutions - 23 Apr 2024
Tax planning using Bed & ISA
In this article, I’m going to talk through the flexible options you have when moving money from a client’s General Investment Account to their ISA.
Jon Hale Senior Regional Platform Consultant, Fidelity Adviser Solutions - 22 Apr 2024
Tax-efficient fee funding
In this article, I’m going to look at deducting fees from ISA and General Investment Accounts in the most tax-efficient manner.
Jon Hale Senior Regional Platform Consultant, Fidelity Adviser Solutions - 21 Apr 2024
Using the ISA allowance in uncertain times
In this article, I want to highlight the options available if a client wishes to take less risk and use our various cash options for this year’s ISA allowance, or for some of the money held in their existing ISA account.
Jon Hale Senior Regional Platform Consultant, Fidelity Adviser Solutions - 20 Apr 2024
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Meet our expert
Jon Hale
Jon is a Senior Regional Platform Consultant at Fidelity Adviser Solutions where he also manages the National Platform Consultancy Team.
Together they provide support to advisers, ensuring the platform can be fully integrated into their business, whilst helping to maximise functionality and create efficiencies. This includes implementing investment propositions, consolidating assets, managing decumulation strategies and providing training support.
Jon began his career in 1991 and has worked in a variety of roles supporting financial advisers, both at life and pension companies and platform providers. Jon joined Fidelity in 2013 and holds the CII diploma in financial planning.